Are you concerned about safeguarding your child’s future while ensuring they qualify for government benefits? This video explores Special Needs Trusts, an essential tool in estate planning for families with loved ones who have disabilities. Dive into the differences between first-party and third-party trusts, and understand how they fit into a comprehensive estate plan. Learn how these trusts protect assets without affecting eligibility for benefits, and how they can provide a lifetime safety net for your child.
Discover how Special Needs Trusts interact with California real estate and Prop 19, addressing property taxes and other key considerations. Mike Gilfix and his team at Gilfix Law break down the complexities, providing clear, actionable insights. With their expert legal advice, you can ensure peace of mind for your family’s future.
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CHAPTERS:
00:00 – Special Needs Trust Overview
01:16 – First Party vs Third Party Trusts
05:37 – Special Needs Trust Expenses
07:20 – Contact Us for Assistance
This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues.
To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com
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